LeadsPiper can be connected to Quickbooks online so Proposals can be exported to Quickbooks as invoices.
How to get started
Navigate to https://fci.leadspiper.com
Login with your salesforce credentials if necessary
Select “QuickBooks” under the integrations menu
You should be prompted with this dialog:
Click the start button. A new browser tab will be launched.
Login to your Quickbooks account and confirm you want to connect it to LeadsPiper.
After the connection is done, you will receive a message that you can close the window.
Close it and go back to the tab where you had LeadsPiper
If you want to confirm that the connection was successful, you can select “QuickBooks” under the Integrations menu again. You should see something like this:
How to Create Invoices
After you have connected the two accounts, you are ready for exporting Salesforce Proposals to Quickbooks as Invoices.
In Salesforce, open the Proposal (“Option”) that you want to export.
Select the “New Installation Plan” tab.
Click the “bolt icon” and select “Add to Quickbooks” from the menu.
All set! After several seconds, you will receive an email confirming that the invoice was created with a link to open it in QuickBooks. If any issue happens preventing the invoice from being created, you will also receive an email.
The invoice should include contact, project and proposal details.
A customer will be created if necessary.
A “sub customer” will be created for the project if one can’t be found.
The invoice will be assigned the “Proposal Number” as the document name.
If a signed proposal was added to the proposal in InspireNet mobile it will be automatically added to QuickBooks as an attachment.